Walnut Grove Cemetery

Tax-deductible

Methuen, MACemetery / fraternalEIN 04-2267885

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Cemetery lots and service to family

Tax-exempt charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $30K a year · 16% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
17 mo
of spending, in cash
Looks good: 16.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$246K
-269% vs prior year
Spent
$230K
To programs
66%
Net assets
$5.3M
By yearFY2020–FY2025
Revenue
−$246K
FY2025▼ -269%
Revenue by fiscal year
FY2020−$41K
FY2021$371K
FY2022$355K
FY2023$542K
FY2024$146K
FY2025−$246K
Expenses
$230K
FY2025▼ -19%
Expenses by fiscal year
FY2020$219K
FY2021$189K
FY2022$187K
FY2023$199K
FY2024$285K
FY2025$230K
Net assets
$5.3M
FY2025▼ -2%
Net assets by fiscal year
FY2020$4.8M
FY2021$5.0M
FY2022$5.1M
FY2023$5.5M
FY2024$5.4M
FY2025$5.3M

From the FY2025 Form 990 (year ending March 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1945.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $151K Management & general 34% · $79K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021
Pamela Munro$18,720$18,720$19,080

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Walnut Grove Cemetery executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves historic cemeteries and provides services for families.

Provided by the organization

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1 program · in their own filed words · FY2024
01

We sell lots of various sizes for burials and cremations all lots are placed in perpetual care to insure lots are groomed and taken care of. We also have a chapel for use for services at no charge.

Pt IX · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
−$246K
Ln 12
Investment incomeLn 3$116K
Fees for servicesLn 2g$9K
Money outPt IX
$230K
Ln 25
Programscol B$151K
Managementcol C$79K
Owns and owesPt X
$5.3M
net assets · Ln 32
Cash and savingsLn 1–2$324K
Total assetsLn 16$5.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$9K
Investment incomeLn 3$116K
Gains on assetsLn 7−$371K
Total revenueLn 12−$246K
Assets in detailPt X, end of year
CashLn 1$22K
SavingsLn 2$303K
Cash and savings togetherLn 1–2$324K
InvestmentsLn 11–13$4.9M
Total assetsLn 16$5.3M
LiabilitiesLn 26$0
Net assetsLn 32$5.3M
OperationsPt I, VI
EmployeesI 54
VolunteersI 60
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$224K$324K
InvestmentsLn 11–13$5.2M$4.9M
Total assetsLn 16$5.4M$5.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$5.4M$5.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$113K$93K$20K
Pension plan contributionsLn 8$3K$3K
Payroll taxesLn 10$13K$10K$3K
Legal feesLn 11b$1K$1K
Investment management feesLn 11f$50K$50K
Other fees for servicesLn 11g$400$400
OccupancyLn 16$6K$5K$1K
InsuranceLn 23$13K$11K$2K
Other expenses (24a–d)Ln 24$30K$28K$2K
All other expensesLn 24e$2K$1K$750
Total functional expensesLn 25$230K$151K$79K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing −$246K$230K−$476K$5.3M 990 PDF
FY2024 $146K$285K−$139K$5.4M 990 PDF
FY2023 $542K$199K$343K$5.5M 990 PDF
FY2022 $355K$187K$168K$5.1M 990 PDF
FY2021 $371K$189K$182K$5.0M 990 PDF
FY2020 −$41K$219K−$260K$4.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue −$245,642 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,822$8,822
VIII-3 Investment incomeRelated to mission $116,455$116,455
VIII-7 Net gain or loss on sales of assetsRelated to mission −$370,919−$370,919
VIII-12 Total revenueRelated to mission −$245,642−$245,642
Part IX · Statement of functional expenses $230,440 across 10 lines filed
IX-7 Other salaries and wagesPrograms $92,780 · Management $20,000$112,780
IX-8 Pension plan contributionsPrograms $2,624$2,624
IX-10 Payroll taxesPrograms $9,976 · Management $2,741$12,717
IX-11b Legal feesManagement $1,200$1,200
IX-11f Investment management feesManagement $49,534$49,534
IX-11g Other fees for servicesPrograms $400$400
IX-16 OccupancyPrograms $4,946 · Management $1,236$6,182
IX-23 InsurancePrograms $10,934 · Management $2,022$12,956
IX-24 Other expenses (24a–d)Programs $28,124 · Management $1,833$29,957
IX-24e All other expensesPrograms $1,340 · Management $750$2,090
IX-25 Total functional expensesPrograms $151,124 · Management $79,316 · Fundraising $0$230,440
Part X · Balance sheet $5,265,302 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $15,208$21,613
X-2 Savings and temporary cash investmentsStart of year $208,775$302,732
X-11 Publicly traded securitiesStart of year $5,155,292$4,940,957
X-16 Total assetsStart of year $5,379,275$5,265,302
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $5,379,275$5,265,302
X-33 Total liabilities and net assetsStart of year $5,379,275$5,265,302
Part XI · Reconciliation of net assets $5,265,302 net assets at year end
XI-1 Total revenue−$245,642
XI-2 Total expenses$230,440
XI-3 Revenue less expenses−$476,082
XI-4 Net assets at start of year$5,379,275
XI-5 Net unrealized gains (losses) on investments$362,109
XI-10 Net assets at end of year$5,265,302

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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